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Customizing Workflow ScenariosLocate this document in the navigation structure

Use

If you choose storage scenarios with integration of SAP Business Workflow, you need to carry out three customizing steps:

  • Automatic basic customizing for SAP Business Workflow

  • Activate document types for the workflow

  • Maintain agent assignment

Note

Prerequisite: You have performed Basic Customizing.

To perform the customizing steps, choose the following in the Implementation Guide (IMG): Start of the navigation path SAP Web Application Server Next navigation step Basis Services Next navigation step ArchiveLink Next navigation step Customizing Ingoing Documents Next navigation step Workflow Scenarios End of the navigation path.

For more information on maintaining the activities, see the online documentation in the IMG. The following gives you an overview of the required steps:

Automatic basic customizing for SAP Business Workflow

You need to carry out the basic customizing for the workflow to activate the workflow environment and enable a workflow to run. You carry out the basic customizing in the customizing activity Consistency Check: Workflow Customizing.

Activate document types for the workflow

You need to activate the document types for SAP Business Workflow. You carry out this activation in the Document Types Customizing Wizard.

In the Document Types Customizing Wizard, you can create new document types and edit document types that have already been created. To activate your document type as a workflow document type: In step three set the Workflow Document Type flag to active, in step five enter Method and Tasks, and in step six enter Workflow Parameters if required. For the entry scenarios, SAP supplies the task TS 30001128 (old: 00007869), and for the assignment scenarios the task TS 30001117.

You can also activate the document types for the workflow directly using the customizing activity Maintain Workflow Document Types. Here you will see an overview of all the document types that SAP already supplies as workflow document types.

Maintain agent assignment

You need to determine who will execute the work items generated during the storage process. Agent assignment is on two levels: First determine the possible agents, then the responsible agents. The work item is only actually sent to the responsible agents. Prerequisite: The responsible agents must also be possible agents.

For more information on agent assignment, see the SAP Business Workflow documentation under Maintaining Agent Assignment.

Determining possible agents

Responsible agents are determined in connection with a document type. You therefore choose the Customizing Wizard General Task Maintenance.

Determining responsible agents

Responsible agents are determined in connection with a document type. You therefore maintain this setting in the Document Types Customizing Wizard (see above), while maintaining the Default Settings.

In step nine, Default Settings, first assign the document type to a group of content-related document types, or, if necessary, create a new group. Grouping the document types makes the initial screen for the storage process easier to understand.

In step ten, Default Settings: Details, you determine the responsible agents. The responsible agents are defined by organizational unit, workplace, position, job, or user. You also select one or more of the four Workflow storage scenarios that are available for the document type.

For direct access to default setting maintenance, you can also use the customizing activity Default Settings for Storage Scenarios.